Institutional Ownership Equus Total Return, Inc. (EQS)
This table provides information about the institutional ownership of Equus Total Return, Inc. (EQS). We have compiled data on the 11 institutions that hold shares in the stock, with a total of 154,686 shares, which have been reported (via 13F filing form) to have a value of $187,000.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shufro Rose & CO LLC
|
Feb 25, 2025 Q4 2024 |
60,000
shares
|
$72,600
0.01% of portfolio
|
Q1 2024
Reduced 22.81%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
35,666
shares
|
$43,155
0.0% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Css LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
22,999
shares
|
$27,828
0.0% of portfolio
|
Q3 2022
Added 58.62%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
12,250
shares
|
$14,822
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
11,169
shares
|
$13,514
0.0% of portfolio
|
Q4 2024
Added 1552.22%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
9,102
shares
|
$11,013
0.0% of portfolio
|
Q3 2023
Reduced 6.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
2,497
shares
|
$3,021
0.0% of portfolio
|
Q2 2024
Added 402.41%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,000
shares
|
$1,210
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
2
shares
|
$2
0.0% of portfolio
|
Q4 2024
Reduced 99.93%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1
shares
|
$1
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|